WJM FINANCIAL, LLC
CRD #117595 SEC #801-67022 BEDFORD, NH 603-589-8010
SEC Registered
Total AUM
$145.7M
Discretionary
$145.7M
Employees
2
Clients
51
Accounts
595
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2016 | $145.7M | $145.7M | $0 | 2 | 200 |
| Feb 2016 | $145.7M | $145.7M | $0 | 2 | 200 |
| Mar 2015 | $123M | $109.1M | $13.9M | 2 | 26 |
| Mar 2014 | $112.6M | $96.1M | $16.5M | 2 | 26 |
| Mar 2014 | $112.6M | $96.1M | $16.5M | 2 | 26 |
| Jun 2013 | $109.9M | $81.8M | $28.2M | 2 | 26 |
| Mar 2013 | $109.9M | $81.8M | $28.2M | 2 | 26 |
| Mar 2012 | $95.4M | $63M | $32.4M | 1 | 26 |
| Mar 2011 | $87.4M | $47.3M | $40.1M | 5 | -- |
| Oct 2010 | $64M | $0 | $64M | 5 | -- |
| Jun 2010 | $64M | $0 | $64M | 5 | -- |
| Mar 2010 | $64M | $0 | $64M | 5 | -- |
| Mar 2009 | $53.7M | $0 | $53.7M | 5 | -- |
| Jan 2008 | $65M | $0 | $65M | 5 | -- |
| Feb 2007 | $60M | $0 | $60M | 5 | -- |
DateFeb 2016
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees2
Clients200
DateFeb 2016
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$123M
Discretionary$109.1M
Non-Disc.$13.9M
Employees2
Clients26
DateMar 2014
Total AUM$112.6M
Discretionary$96.1M
Non-Disc.$16.5M
Employees2
Clients26
DateMar 2014
Total AUM$112.6M
Discretionary$96.1M
Non-Disc.$16.5M
Employees2
Clients26
DateJun 2013
Total AUM$109.9M
Discretionary$81.8M
Non-Disc.$28.2M
Employees2
Clients26
DateMar 2013
Total AUM$109.9M
Discretionary$81.8M
Non-Disc.$28.2M
Employees2
Clients26
DateMar 2012
Total AUM$95.4M
Discretionary$63M
Non-Disc.$32.4M
Employees1
Clients26
DateMar 2011
Total AUM$87.4M
Discretionary$47.3M
Non-Disc.$40.1M
Employees5
Clients--
DateOct 2010
Total AUM$64M
Discretionary$0
Non-Disc.$64M
Employees5
Clients--
DateJun 2010
Total AUM$64M
Discretionary$0
Non-Disc.$64M
Employees5
Clients--
DateMar 2010
Total AUM$64M
Discretionary$0
Non-Disc.$64M
Employees5
Clients--
DateMar 2009
Total AUM$53.7M
Discretionary$0
Non-Disc.$53.7M
Employees5
Clients--
DateJan 2008
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateFeb 2007
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees5
Clients--